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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,839 | $202,342-39.8% | $172,753-29.5% | $152,909-20.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.75% | 1029.88%-1028.1pp | 803.00%-801.3pp | 345.46%-343.7pp |
| Employer contribution / active EE | $7,377 | $5,857+25.9% | $5,144+43.4% | $4,764+54.8% |
| Participant deferral / active EE | $4,658 | $5,948-21.7% | $5,198-10.4% | $5,851-20.4% |
| Admin fee / account holder | $14 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |